Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
4,982
+104
+2% +$6.66K ﹤0.01% 1251
2025
Q1
$253K Buy
4,878
+466
+11% +$24.1K ﹤0.01% 1323
2024
Q4
$233K Buy
+4,412
New +$233K ﹤0.01% 1476
2024
Q2
Sell
-8,208
Closed -$507K 1593
2024
Q1
$507K Sell
8,208
-1,158
-12% -$71.6K ﹤0.01% 1142
2023
Q4
$639K Buy
+9,366
New +$639K ﹤0.01% 1032
2015
Q2
Sell
-10,468
Closed -$132K 2061
2015
Q1
$132K Sell
10,468
-382
-4% -$4.82K ﹤0.01% 1822
2014
Q4
$121K Sell
10,850
-3,080
-22% -$34.3K ﹤0.01% 1843
2014
Q3
$175K Buy
+13,930
New +$175K ﹤0.01% 1918